We are BNY Mellon Investment Management

Our goal is to build and manage investment strategies that meet the ever-changing needs of our clients. BNY Mellon Investment Management’s model offers the best of both worlds: specialist expertise from our forward-thinking eight investment firms, offering solutions across every major asset class, backed by the strength, scale and proven financial stewardship of BNY Mellon.

Our comprehensive range of custody services is unrivalled in scale, precision and quality. Clients rely on us to be a trusted partner to safeguard and service assets around the world

We provide quality, timely and easy-to-access information to help clients meet complex custody needs while maximizing efficiency and measuring and managing risk. Our global footprint and local expertise helps to deliver insight and solutions across every stage of the investment lifecycle. Our worldwide network of markets with 24-hour global coverage and monitoring of sub-custodial performance is the bedrock of our services.

Features

Our safekeeping services include automated trade capture, comprehensive real-time reporting including fail monitoring and reconciliation. Backed by a dedicated team, we have the flexibility to support customized processes.

Income processing support provides contractual income in more than 40 markets and includes standing instructions and submission of claims for payments. We have specialists by market who monitor subcustodian performance and track outstanding reclaims.

Corporate events include a variety of services including proactive client response management, investigation into unsolicited instructions, mandatory and voluntary support, courtesy reminders and follow-up through our online system or SWIFT. Our service supports timely posting of all transactions and proactive client response management.

For proxy voting, BNY Mellon leverages Broadridge Financial Solutions for highly automated proxy ballot distribution and vote collection processing. As part of our solution, we provide notification of known litigations to clients for their downstream process.

Proxy voting key features:

Provides listing of upcoming shareholder meetings for up to three weeks in advance based on record date

Asset positions based on trade and settlement date

On-loan positions segregated

Class actions key features:

Pending claims report provides details for class actions that are in progress, filed, or rejected

The comprehensive tax services include proactive tax treaty monitoring, automated relief at source, tax documentation completion support, and automated documentation tracking and renewal system. Our service reduces manual processing and gives you the ability to actively track reclaims that are outstanding due to lack of documentation.

Custody Video Series

Custody is the foundation of all that we do at BNY Mellon. Tom Casteleyn, Global Head of Custody Product Management, discusses the investments we’re making to improve the client experience and innovate within custody.

The reputation of crypto markets as targets for hacks and fraud, as well as the potential anonymity of market counterparties, have to be addressed appropriately to manage operational, regulatory and reputational risk